CCH Tagetik: Data Collection Training Course


1 day (7 CPE credits)


Implementation consultants, developers, system administrators 

Course Summary

By the end of this course you will be able to setup an application process and understand all the main methods for collecting data.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone, start training immediately with our self-paced 'On Demand' subscription or you can request a private class for your team:


Learning Objectives

By the end of this course learners will be able to:

  • Generate a Business Workflow to control data collection
  • Implement an Application Process to collect data
  • Summarize how to upload data from a source file using a custom ETL
  • Recall how to design and use a data form to enter data manually
  • Critique how override functions and validations can be used to control where data is entered in a data entry form
  • Explain how to upload data from an Excel file using the Quick Data Loader

Course Description

This one-day course provides attendees with hands-on experience for loading data to Tagetik using the different data collection methods available. Find out how to use the Process Cockpit and setup business workflows and application processes for controlling how data is collected.

Explore the data load tools available, including predefined ETL, custom ETL and quick data loader to determine which is most suitable. Learn how to create and design data forms for data entry and control where data can be entered within the form. Find out how to create journals for adjusting data already in the data model.

Scheduled Course Dates

There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

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Course title: Tagetik: Data Collection

Duration: 1 day

Audience: System administrators, developers and implementation consultants

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 7 credits - computer software and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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